Relationship Manager

Datasite

. Manage assigned customer accounts as Grata’s lead contact .

Posted 10/26/2026full-timeNew York City • New York • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer account management, focusing on maximizing retention, renewals, and upsells through effective engagement strategies. Proven ability to identify growth opportunities and mitigate risks while maintaining high customer satisfaction and driving ROI.

Highest-signal resume keywords

Customer Account ManagementRenewals And UpsellsRisk Identification And ForecastingCustomer Engagement StrategiesKPI Achievement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account OnboardingCustomer Success ReviewsCross-SellingProduct AdoptionGrowth Forecasting

Soft Skills

Proactive ApproachResourceful Problem SolverWell-OrganizedHigh Attention To DetailTeam Player

Industry Keywords

Customer SatisfactionChurn MitigationEngagement ScoresNPSValue Added Communications

About the role

Key responsibilities & impact

Manage assigned customer accounts as Grata’s lead contact
Ensure high customer satisfaction and drive customer ROI
Drive commercial success across assigned accounts
Combine commercial and engagement strategies throughout each client’s annual lifecycle to achieve consistent growth
Perform initial account onboarding and ensure strong adoption and ongoing engagement
Serve as the primary customer contact via email and phone
Conduct periodic customer success reviews, resolve issues and bugs with Product and Engineering teams, and expand product use across accounts
Maximize account retention, renewal and upgrade revenue through increased product adoption, cross-selling new product modules, and increasing user counts
Maintain relationships with users, champions, and decision makers, measured through engagement scores, NPS, and customer feedback
Identify account risks and drive churn mitigation strategies with appropriate internal team members
Forecast growth opportunities and manage the account book’s NRR

Requirements

What you’ll need

3-5 years of experience in a customer-facing role
Commercial experience managing renewals and upsells
Proven proficiency engaging directly with customers and working independently
Experience developing and delivering value added communications, including executive business reviews, user check-in calls, and regular touch points with key influencers
Demonstrable success identifying and forecasting risk and growth opportunities within a book of business
Innovative, persuasive, creative, and genuinely curious about clients’ businesses
Goal- and results-oriented, optimistic, smart, and value-added mindset
Proactive approach and ability to adapt to change
Confident, high energy, self-motivated, and a true team player
Well-organized, high attention to detail, resourceful problem solver, and able to manage multiple work streams
Track record of exceeding target KPIs, including renewal %, upsell %, monthly active usage, and NPS
Thoughtful, selfless, and responsive

Benefits

Comp & perks

Health insurance (medical, dental, vision)
Retirement savings plan
Paid time off
Other employee benefits
Potential eligibility for bonuses, commissions, or overtime if applicable